I love helping my clients identify their financial goals so that their resources are effectively channelled to achieve them
Jaydee Quek
Jaydee Quek
Financial Services Associate Director, Million Dollar Round Table Achiever
Telephone: (65) 9855 1765
Email: jaydee@aia.com.sg
Who Is He
Jaydee holds both the CFP , and the ChFC/S accreditation.
He has attained the Million Dollar Round Table Qualification numerous times and is also actively seeking like-minded individuals to join him on his team and embark on this journey. Jaydee is adept at handling multiple responsibilities. He ensures that the needs of his clients and corporate groups are comprehensively covered, in a systematic approach, so as to appropriately manage risks whilst maximizing returns..
He has attained the Million Dollar Round Table Qualification numerous times and is also actively seeking like-minded individuals to join him on his team and embark on this journey. Jaydee is adept at handling multiple responsibilities. He ensures that the needs of his clients and corporate groups are comprehensively covered, in a systematic approach, so as to appropriately manage risks whilst maximizing returns..
What He Believe In
Jaydee is passionate about helping his clients identify their financial goals. He firmly believes in comprehensive financial planning so as to enable his clients’ resources to be effectively channelled to achieve those goals. There is great personal satisfaction gained when his clients maximize the use of their premiums effectively to secure their financial security. He truly desires to work with individuals who advocates responsible and positive value system in their lives.
His Expertise
As an enterprising financial services manager, Jaydee has cultivated a diverse group of clients over time, be it PMETs or business owners / entities. He is proficient at networking and working with the referrals that his clients recommend. He enables and facilitates business opportunities by bridging like-minded individuals together. Most importantly, being a CFF» accredited advisor, Jaydee is well equipped to provide a high standard of holistic wealth management principles to his clients.
What Do His Clients Think Of Him
Jaydee is one of the best advisor I have met throughout all these years. Not only is he extremely knowledgeable with the financial products and market situations, he also serves his clients with passion, and always in their best interest. What sets him apart is his commitment to his clients. When the need for claims arise, he will takes time off his busy schedule to handle the processes. I highly recommend Jaydee for his services in financial and estate planning.
Dato Dr Nicholas Ho,
Executive Chairman, Seristine Holdings Pte ltd
Thank you Jaydee for being a friend, a brother and a professional I can trust even as I step out into the working world. I can see your genuine concern, attention to details and needs. Thank you for doing what you do out of a heart driven by conviction. That is what separates a profit-driven agent soliciting on the streets from a real, warm individual like yourself.
Lau Quan Han, Teacher
The thing that strikes me most about Jaydee is his sincerity. I have always been slightly sceptical of financial consultants, but after my first meeting with Jaydee, I found that he was both warm and genuine. He is also always willing to go the extra mile for his clients, which sets him apart both as a person and as a financial consultant. I believe that anyone who is blessed to have Jaydee as a consultant will undoubtedly want to build a lasting relationship with him.